Financial Specialist Role
We are seeking an experienced Financial Specialist to progress within a thriving organization.
* Deliver clients with personalized financial guidance
* Analyse complex financial situations and recommend strategies for wealth growth and protection
* Assist in setting and achieving client financial objectives
* Stay up-to-date on the latest financial trends and ensure compliance with regulatory requirements
The ideal candidate will have:
* Strong knowledge of financial products, services, and regulations
* Proven experience in financial planning, investment management, and retirement planning
* Excellent communication, interpersonal, and analytical skills
* Ability to interpret complex financial information and provide expert advice
* Proficiency in financial software and tools for data analysis and reporting
Key Responsibilities:
* Provide comprehensive financial solutions to clients
* Develop and maintain strong client relationships
* Stay current on industry developments and best practices
Requirements:
* QFA (Qualified Financial Advisor) qualification or equivalent
* Relevant professional certifications and licenses
What We Offer:
* A dynamic and supportive work environment